Discover and read the best of Twitter Threads about #DAAF
Most recents (7)
MisterBond's #RollOfHonour for various Equity scheme categories for the year ending on March 31'2023.
#IHR - Investor High Returns Score - Higher Returns in Higher Bands
#IER - Investor Experience Returns Score - IHR divided by Stabd Deviation
#BI - Beating Industry Average
#IHR - Investor High Returns Score - Higher Returns in Higher Bands
#IER - Investor Experience Returns Score - IHR divided by Stabd Deviation
#BI - Beating Industry Average
MisterBond's Roll of Honour in #ELSS schemes
MisterBond's Roll of Honour in #FlexiCap schemes
MISTERBOND'S #ROLLofHONOUR IN DIFFERENT #MUTUALFUND SCHEME CATEGORIES BASED ON PAST 12 MONTHLY RANKING DATA FROM JAN 22 TO DEC 22 AND AVERAGE OF THE SAME - In JAN 2023:
Entirely #Quantitative analysis:
Entirely #Quantitative analysis:
Lot of #AMCs come up with different ideas, themes, sectors.
These are demands from #Investors as they have done well in recent past.
AMCs are manufacturers & will offer what is in demand.
Final choice to say YES or NO lies entirely with Investors based on their #NEEDs
These are demands from #Investors as they have done well in recent past.
AMCs are manufacturers & will offer what is in demand.
Final choice to say YES or NO lies entirely with Investors based on their #NEEDs
What should investors choose and what should they ignore. A point by point guide on where and why to invest in certain #themes, #MarketCap bias, #Sectors, #AssetClasses etc.
What should be criteria for these selections and what should guide them to resist from Investing?
What should be criteria for these selections and what should guide them to resist from Investing?
Lets start with #Debt:
Keep enough money as 1 year of your expenses as #EmergencyFunds in #LiquidSchemes
You already have enough exposure to debt as:
1. #PPF
2. #TaxFreeBonds
3. #FDs
No need for separate debt allocation if you are investing thru #AssetAllocation (AA) or #DAAF
Keep enough money as 1 year of your expenses as #EmergencyFunds in #LiquidSchemes
You already have enough exposure to debt as:
1. #PPF
2. #TaxFreeBonds
3. #FDs
No need for separate debt allocation if you are investing thru #AssetAllocation (AA) or #DAAF
From Jan 2018 to peak of #EquityMarkets on 18th Oct 2021, #SmartInvesting of @IamMisterBond underperformed #BuyAndHold only against #NIFTY50 but beat NIFTY Mid and Small Cap 100 by a big margin.
Post that, markets have been #volatile with downward bias
Post that, markets have been #volatile with downward bias
Results of Smart Investing v/s Buy & Hold under all Market Caps is for all to see - with 1) lower volatility, 2) beating results of Buy & Hold by big margins
#SmartInvesting switched to Equity in Mar 20 after downside protection and switched back to DAAF by Jul 20
#SmartInvesting switched to Equity in Mar 20 after downside protection and switched back to DAAF by Jul 20
3) Values under Buy & Hold have gone down substantially from Oct 2021 to Feb 2022 v/s values going down marginally under Smart Investing due to being in #DAAF, 4) Smart Investing portfolios better placed at current juncture to take advantage of market #volatility v/s Buy & Hold
We have been told following:
1. Time in market more important than timing the market
2. Long Term is 5 yrs plus
Chart will prove the above wrong. First, timing the market is more important then time in the market
Entry as important as Exit points. There are many such examples
1. Time in market more important than timing the market
2. Long Term is 5 yrs plus
Chart will prove the above wrong. First, timing the market is more important then time in the market
Entry as important as Exit points. There are many such examples
Investing at right Valuations is of paramount importance
Cannot buy at any levels and expect good returns going forward
If bought at expensive valuations-long term may change from 5 to 7 to 10 years
From 01-01-08 to 01-01-21 - 14 years NIFTY - 7.63% p.a. -sub optimal returns
Cannot buy at any levels and expect good returns going forward
If bought at expensive valuations-long term may change from 5 to 7 to 10 years
From 01-01-08 to 01-01-21 - 14 years NIFTY - 7.63% p.a. -sub optimal returns
When one invests at expensive valuations-like current period, you are eating into future returns
In such instances, tone down your future returns expectations
Otherwise you will have regrets and disappointments in future
Invest wisely without having #FOMO thru #AssetAllocation
In such instances, tone down your future returns expectations
Otherwise you will have regrets and disappointments in future
Invest wisely without having #FOMO thru #AssetAllocation
My interview with @MubinaKapasi on the Money Show on @ETNOWlive : what is #AssetAllocation and how does #DAAF fit into AA:
Currently it makes sense to do SIP/STP into DAAF and then switch to Equity on corrections
Don't worry it is my interview only😀😉
Currently it makes sense to do SIP/STP into DAAF and then switch to Equity on corrections
Don't worry it is my interview only😀😉
At this juncture if you have FOMO, you may regret in future. As Harry Markowitz said in his Thesis on Risk-Reward Tradeoff:
VISUALISED MY GRIEF WHEN MARKETS WENT DOWN AND I WAS 100% IN IT OR WHEN MARKETS WENT UP, I WAS'T IN IT. INTENTION SHOULD BE TO MINIMISE FUTURE REGRET
VISUALISED MY GRIEF WHEN MARKETS WENT DOWN AND I WAS 100% IN IT OR WHEN MARKETS WENT UP, I WAS'T IN IT. INTENTION SHOULD BE TO MINIMISE FUTURE REGRET
Our Value STP follows 1X, 3X, 100X formula:
Lumpsum in Liquid/Equity Saving and switch into:
1X - in DAAF in Red Zone (current)
3X - in Equity in Yellow Zone
100X - Equity in Green Zone
Lumpsum in Liquid/Equity Saving and switch into:
1X - in DAAF in Red Zone (current)
3X - in Equity in Yellow Zone
100X - Equity in Green Zone
Advisors can actually build their entire MF practice by only selling #DAAF and still give the best Investment Experience.
DAAF takes care of:
1. #AssetAllocation
2. Value based investing
3. BuyLow-SellHigh - profit booking
4. #DownsideProtection
5. Debt with Equity Taxation
DAAF takes care of:
1. #AssetAllocation
2. Value based investing
3. BuyLow-SellHigh - profit booking
4. #DownsideProtection
5. Debt with Equity Taxation
6) No need to Time the Markets
7) No need for Exit strategy
8) over longer periods, outperforms Buy & Hold
9) In Bullish period -participates in Upside
10) Bearish Periods - protects Downside
11) stagnant periods still generates returns
12) use it as SIP, STP, Lumpsum
7) No need for Exit strategy
8) over longer periods, outperforms Buy & Hold
9) In Bullish period -participates in Upside
10) Bearish Periods - protects Downside
11) stagnant periods still generates returns
12) use it as SIP, STP, Lumpsum
That's why I call it Aloo Ki Sabzi in Investment Thali:
1) can fit in any strategy
2) can be invested at any phase of markets
3) can be recommended for Senior citizens for regular cash flow thru SWP
4) ideal for any age group
1) can fit in any strategy
2) can be invested at any phase of markets
3) can be recommended for Senior citizens for regular cash flow thru SWP
4) ideal for any age group
